Matters are the second level of the file plan and are created within clients. A matter organizes file parts within it.
Properties
Select 
and then select Properties to view the following information in the Details panel:
Properties tab: View and, where applicable, edit the properties of the matter.
NOTE: If you have rights to adjust matter property information, it'll be possible to do so directly within this panel. Any changes made are recorded and displayed in the matter Timeline.
TIP: Client information for a given matter is displayed on this tab.Holds tab: Displays information about the holds assigned to the matter. Select
to filter the holds.Timeline tab: Displays information about the time, date, and the user who modified the matter. Select
to filter the timeline.
NOTE:Select
on the Title panel to view the Matter Properties.Select
(Hide Details icon) to expand or collapse the matter details menu.
Attributes
When a Matter is presented, key attributes of the matter are displayed in the title panel.
 | The hold indicator will be presented if an active hold is associated with this matter. A tooltip provides a short synopsis of those holds that are active. Select the Hold indicator to review further information about the holds in the Details panel. |
 | The 'no new file parts' indicator is displayed if the matter doesn't support the addition of new file parts. |
 | The Security Policy indicator is displayed if the matter is under the protection of iManage Security Policy Manager. A tooltip will indicate if the policy is enforcing restrictions or exclusions. |
 | The matter instructions indicator is displayed if matter instructions are available for this matter. A tooltip provides a short synopsis of the matter instructions. Select the matter instructions indicator to review the full instructions in the Details panel. |
Row actions
Select a matter and (on that row) select the icon. The following actions are displayed:
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Properties